Steve, along with wife Michelle, established Smart Financial in October 2008. He has nearly 20 years’ experience in the profession, having been a Partner and Managing Director at previous firms and is a Chartered and Certified Financial Planner (CFP), a holder of the Investment Management Certificate and a former Assessor of the CFP licence.
Steve was an active member of the Manchester branch of the IFP, holding the position of Chair from 2009 until 2014. He is also regularly asked to speak at other IFP branch meetings around the country and sits on the Financial and Legal Sector Panel. Steve is also a regular contributor to a wide range of feature articles on financial and money management related subjects across trade, local and national press